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Awards

2024 Forbes Best-in-State Wealth Advisor
W. Travis McCollum, CFP®, was recognized as a 2024 Best-in-State Wealth Advisor by Forbes.

2023 Forbes Best-in-State Wealth Advisor
W. Travis McCollum, CFP®, was recognized as a 2023 Best-in-State Wealth Advisor by Forbes.

2022 Forbes Best-in-State Wealth Advisor
W. Travis McCollum, CFP®, was recognized as a 2022 Best-in-State Wealth Advisor by Forbes.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.

50 Years of The McCollum Group
A lot was happening around the world in 1973. The Paris Peace Accords are signed. OPEC would increase oil prices by 200%. U.S. inflation was at 6.2%. The Sears Tower was opened in Chicago. “Battle of the Sexes” between Billie Jean King and Bobby Riggs. Secretariat wins the Triple Crown. The movies “American Graffiti”, “The Sting”, “Paper Moon” and “Live and Let Die” debut. Albums released include, “Greetings from Asbury Park, NJ” by Bruce Springsteen, “The Dark Side of the Moon” by Pink Floyd, and “Don’t Shoot Me, I’m Only the Piano Player” by Elton John. “The Princess Bride” by William Goldman and “Breakfast of Champions” by Kurt Vonnegut, Jr. were published. Steve Jobs would turn 18 years old, three years before launching Apple. The Dow Jones Industrial Average would start 1973 at 1,032. This same year, a young entrepreneur, Bill McCollum, started a business in Charlotte, NC known today as The McCollum Group. Bill’s vision for The McCollum Group started with a simple mindset, caring about people, their families and their futures. The business has been operating through events like Watergate, Three Mile Island nuclear disaster, hostage crisis in Iran, Falkland Islands War, Chernobyl disaster, the end of The Cold War, taking down “The Wall” in Germany, War in Iraq, War in Afghanistan, Mad Cow disease, Y2K, 9/11, Enron, WorldCom, the “dot-com” bubble, “The Great Recession,” the world’s population grew from 3.9 billion to over 8 billion, and the Dow Jones Industrial Average went from 1,032 to 33,147 to begin The McCollum Group’s 50th year. For 50 years, we have served 100’s of households with that same mindset, caring about people, their families and their futures. To all clients we work with, Thank You for the trust and confidence you have placed in The McCollum Group. Our HistoryThe McCollum Group, and our clients, have lived through multiple Bull Markets, Bear Markets, Recessions, Wars, Elections, Pandemics, and other Crises but by sticking to a plan, we persevere through it all.Our ValuesTrust. Honesty. Integrity. We believe values matter, and we live by ours every day. First and foremost, it's always about our clients...since 1973.

Our Process
"We start with your life and plan your money around it. That way we can be positive we're always prioritizing what is most important to you." W. Travis McCollum, CFP®Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of The McCollum Group's foundation of success.What you can expectOur business revolves around developing mutual trust between our clients and The McCollum Group. Because of this, you can also expect the following:Your concerns are our concerns.We will listen well in order to provide strategic advice.Ongoing portfolio due diligence, leveraging Baird's extensive, world renowned expertise.Provide constant, reliable, communication to fit your personal circumstance.How we operateOur approach is designed to provide solutions and strategies specifically tailored to your goals and ongoing advice to help simplify your financial life.

Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 21, 2025

Janney's Mid-Year Market Update
What’s next for the economy and markets? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, inflation, monetary and fiscal policy, and what it all means for your portfolio strategy.
April 28, 2025

The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
March 20, 2025

Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

May Investment Perspectives
Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.

Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.

Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
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